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iShares S&P SmallCap 600 Growth shares owned by HB Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 16k 125.14
2023-09-30 $1.8M 16k 109.68
2023-06-30 $1.8M 16k 114.93
2023-03-31 $1.8M 16k 109.94
2022-12-31 $1.7M 16k 108.07
2022-09-30 $1.6M 16k 101.67
2022-06-30 $1.8M 17k 105.29
2022-03-31 $2.1M 17k 125.08

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
UBS Group
M^T Bank Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Raymond James Financial Services Advisors
HPM Partners
HighTower Advisors
SPC Financial
Stifel Financial

View all funds holding iShares S&P SmallCap 600 Growth